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Creating and Configuring a Workbook for SAP Analytics Cloud, Add-in for Microsoft Excel

Objectives

After completing this lesson, you will be able to:

Launch the SAP Analytics Cloud, add-in for Microsoft Excel.
Connect to an SAP Analytics Cloud tenant.
Insert a specific data source.

Launch the SAP Analytics Cloud Add-In for Microsoft Excel

The SAP Analytics Cloud, add-In for Microsoft Excel is an add-in to Microsoft 365 that is launched from Microsoft Excel. Once installed, you launch it by simply creating a new workbook and navigating to the SAP Analytics Cloud ribbon.

See System Requirements and Technical Prerequisites for details.

Microsoft Excel with the SAP Analytics Cloud, add-in for Microsoft Excel highlighted in the ribbon.

Connect to an SAP Analytics Cloud Tenant

In order to analyze SAP Analytics Cloud models, you must connect to your SAP Analytics Cloud tenant.

You can either select the Sign In button on the left of the toolbar or the Designer panel on the right side of the interface.

Microsoft Excel workbook with sign in options highlighted. 1. Sign in button on the ribbon. 2. Design panel on right side of the workbook.

If you have not connected to your SAP Analytics Cloud tenant before, you must first enter your tenant URL and then your SAP Analytics Cloud username and password.

Note

A workbook can only be connected to one tenant.

Add a Table

In the SAP Analytics Cloud, add-in for Microsoft Excel, data is displayed and analyzed in table.

To create a table:

Choose Add Table from the ribbon or from the Designer panel.
When you are prompted to choose a model or a Datasphere dataset, browse to the location of the model/dataset you want to analyze.
Select Open.

Additional Information

For more information on adding tables using specific data sources, go to the SAP Help Portal: Add a table.

Data Source for Formulas

Another option you have for analyzing SAP Analytics Cloud data is to choose Add Data Source for Formulas from either the Designer panel or in the Add Functions option in the ribbon. With this option, no table is displayed. Instead, you can use formulas to design layouts that do not adhere to the classic row/columns-based layout.

We will explore SAP-specific formulas later in this course.

Add Data Source for Formulas from the ribbon or from the Designer panel.

Save a Workbook

You can save workbooks locally or on a server, for example, Microsoft OneDrive. With the workbook, you save the current view of the table.

When you open the workbook, you need to connect to the tenant. To enable navigation in the table (entering planning data or expanding a hierarchy, for example), refresh the table or the complete workbook.

Launch the SAP Analytics Cloud, Add-in for Microsoft Excel and Connect to a Data Source

Business Scenario: You agree to create a workbook for your team using the SAP Analytics Cloud, add-in for Microsoft Excel for your forecasts. The add-in has been deployed and you are ready to get started by launching the add-in and connecting it to your SAP Analytics Cloud tenant.

Task Flow: In this practice exercise, you will:

Launch the SAP Analytics Cloud, add-in for Microsoft Excel
Create a workbook
Connect to SAP Analytics Cloud
Insert a specific data source

ExerciseStart Exercise

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